Remittance Advice – Generate, View and Email

This article explains how to generate, view, download, and email a remittance advice. It also outlines how to locate previously generated remittance advices and confirm whether a remittance has already been emailed to a supplier or owner.

Find, View and Email a Remittance Advice

Before locating a remittance advice, it is recommended that you gather the following information to assist with filtering your search:

• Supplier or Owner

• Payment Date

• Payment Amount

• Payment Method

• Payment Number

If the property address is known, these details can be located in the Cash Book.

Access the Remittance Advice

Navigate to one of the following menu paths, depending on your user role:

• Trust Accountant:
  Accounts Payable > View EFTs and BPAYs

• Property Manager:
  Payments > EFT / BPAY Payments

Steps to Locate and Action a Remittance Advice

1. Select the Payment Method:

   • Direct Deposit (EFT), or

   • BPAY

2. Set the Display Option to:

   • Generated Payments, or

   • All Payments

3. Select the relevant Period (for example, 05/2025).

4. Click Search to display the payment results.

5. Click View against the relevant payment run.

6. From the payment run screen, you can:

   • Click Email next to a payee to email the remittance advice directly to the supplier or owner.

   • Click Remittance Advice to download an individual remittance advice.

   • Click View Remittance Advice as One Document (All Suppliers) to download all remittances from the payment run in a single document.

   • Click View Remittance Advice as One Document (Suppliers Without Email Addresses) to download remittances for suppliers or owners who do not have an email address recorded.
     This option is commonly used when remittances need to be printed and posted.

Check Remittance Advice Email Status

To confirm whether a remittance advice has already been emailed, follow the steps above to locate the relevant payment run.

• In the Email column:

  • A green tick indicates the remittance advice has been emailed.

  • A -- symbol indicates no email address is recorded for the supplier or owner.

If an email address needs to be added:

1. Click the Company Code hyperlink.

2. This will open the Company Summary page.

3. Add or update the email address as required.